The billing summary report now includes breakdowns by services, route, and location type.
Customers now receive a confirmation email whenever autopay is set up on their account, whether they enrolled themselves or a staff member did it.
Select multiple service orders and assign them all to one person at once. Useful for dispatching nearby orders to the same technician.
You can now mark a payment batch as accounted for and undo it if needed. Useful for tracking which batches have been posted to your accounting system.
The billing cycle summary now shows a net % change column. Rows with more than a 20% change from the prior cycle are highlighted so you can catch anomalies before posting.
When you reach the review bills step, bills are now sorted from highest to lowest by default. Outliers show up at the top.
Template variables now show readable labels in the editor instead of raw variable keys. Easier to find and insert the right one.
The main navigation bar is now black.
Usage chart bins that spanned reads from multiple meters were showing only the last read's value instead of the full bin total. This is now fixed.
Canceling a service transfer now automatically reverses the associated closing statement and meter read. You no longer need to clean those up manually.
The customer portal chatbot now guides customers on how to find their account number and link additional accounts. It also gives accurate fee information based on your organization's settings.